topic Send emails by each report cycle in Qlik NPrinting

Send emails by each report cycle

ali_hijazi — Mon, 12 Aug 2024 12:47:20 GMT

Hello I got a report with cycle enabled on 2 fields (Project PM and Project PMO)
I have a situation in which I have a PM x with 3 PMO (a, b, and c)
now if I run the publish task the result is 3 excel sheets with data related to PM x and PMO a, a second one for PM x and PMO b, and a third excel file for PM x and PMO c

what I want to accomplish is to send each excel file as follows:
To: PM x
CC: a

To: PM x
CC: b

To: PM x
CC: c

kindly advise on how to accomplish this

Re: Send emails by each report cycle

Lech_Miszkiewicz — Mon, 12 Aug 2024 21:43:15 GMT

Hi.

In User settings you need to have each PMO as user and PM as PMOs alternative email. Then in publish task:

Add PMO as User
In email settings use Alternative email as: TO
Use UserEmail as: CC

thats it

cheers

Re: Send emails by each report cycle

Lech_Miszkiewicz — Mon, 12 Aug 2024 21:44:16 GMT

To add to above - if you need to filter data you would need to assign user filters to your PMO users.

cheers

Re: Send emails by each report cycle

ali_hijazi — Tue, 13 Aug 2024 07:11:17 GMT

Hello
let me explain to you the situation in "details"
the PM are users with filters
the filters are on project ids
so a PM x can see projets P1, P2, and P3
Projects may have PMO so let's say P1 has a, and P2 has b (as PMO) and P3 doesn't have a PMO
another PM y can see projects P4, and P5
P4 and P5 don't have a PMO
a third PM z can see projects P6, and P7 and both projects have c as PMO

we cannot define filters on PMOs because they are not always there for a project; and filters are already created for PMs who are users in Nprinting

so in this case I want the emails as follows:
PM x receives email for data for P1 ; CC: a
PM x receives email for data for P2: CC: b
PM x receives email for data for P3;

PM y receives email for data for P4, and P5

PM z receives email for data for P6, and P7; CC: c

also the same PMO can be allocated to more than one project so I assume the alternate email won't help in this case